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Independent Financial Advisor

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Health Insurance Open Enrollment Updates

Posted on October 28, 2020 by Kuderer Financial, LLC

Beginning on November 1, 2020, individuals (including families) may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2021 health coverage ends on December 15, 2020.

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Posted in Insurance Needs Analysis

Investing Basics #3: Investing with Individual Stocks

Posted on October 28, 2020 by Kuderer Financial, LLC

Let’s talk Stocks! Individual stocks are not created equally and should be purchased with your specific financial goals in mind. 

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Posted in Financial Planning, Investments

How to Financially Survive Unemployment

Posted on October 28, 2020 by Kuderer Financial, LLC

When you lose your job, you may have to put yourself on a financial diet. Just as losing weight is simple if you eat less (and exercise more), staying afloat financially is simple if you spend less. Is this process going to be easy? No, of course not. But it can be done with a little self-discipline, some creativity, and a lot of planning.

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Posted in Budget, Financial Planning

Investing Basics #2: Building On Your Foundation

Posted on September 13, 2020 by Kuderer Financial, LLC

It is important to understand financial fundamentals as you build your financial plan. We are continuing our journey by establishing your foundation which includes setting your goals, time horizon, risk tolerance and liquidity needs.

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Posted in Financial Planning, Investments

IRS Clarifications for COVID Relief

Posted on September 13, 2020 by Kuderer Financial, LLC

In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which included several provisions designed to help retirement savers cope with the financial fallout from the pandemic.

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Posted in Investments

The Bull Market is back, but for how long?

Posted on September 13, 2020 by Kuderer Financial, LLC

On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to peak was just 126 trading days, the fastest recovery in the history of the index, erasing losses from an equally historic plunge of almost 34% in February and March.1

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Posted in Investments

Comparing Life Insurance Policies

Posted on July 26, 2020 by Kuderer Financial, LLC

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Like anyone else, you want a life insurance policy that meets your needs and budget. But how do you find the right policy when there are so many to choose from and many of them seem so similar? The key is knowing how to compare policies and evaluate the results.

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Posted in Insurance Needs Analysis

Investing Basics #1: Savings & Investments

Posted on July 26, 2020 by Kuderer Financial, LLC

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The first step in investing is to secure a strong financial foundation.

Start with these four basic steps:

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Posted in Financial Planning, Investments

More CARES Act Changes to Your Health-Care Spending Options

Posted on July 26, 2020 by Kuderer Financial, LLC

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The amended rules under the Coronavirus Aid, Relief, and Economic Security (CARES) Act provide flexibility for health-care spending related to the ongoing COVID-19 pandemic. 1

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Posted in Insurance Needs Analysis

When To Refinance Your Mortgage

Posted on May 25, 2020 by Kuderer Financial, LLC

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When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.

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Posted in Budget, Financial Planning

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